Coaching Course List

• Course 1: The Soft Skills Development for Accountants
  
  

  5 hours CPD | $2,000 | Delivered By Seb Vecchio

  Empowering accountants with essential communication, empathy, and leadership skills.

  
  

  Session 1: Assessment and Goal Setting

  
  Identify specific areas for improvement.
  Assess the accountant's strengths and weaknesses in areas like communication, empathy, and leadership.
  Set clear, measurable goals for the coaching process.
  
  

  Session 2: Effective Communication

  
  

  Discuss strategies for building rapport and trust with clients.

  Practice active listening techniques and non-verbal communication.

  Role-play scenarios involving client consultations, presentations, and negotiations.

  
  

  Session 3: Explaining the "Why"

  
  

  Explore techniques for explaining complex accounting concepts in a clear and understandable manner.

  Practice crafting compelling explanations for tax strategies, financial decisions, and compliance requirements.

  Provide feedback on the accountant's ability to communicate effectively.

  
  

  Session 4: Leadership Coaching

  
  

  Discuss leadership styles and their impact on team dynamics.

  Practice coaching skills, including providing feedback, delegating tasks, and motivating team members.

  Explore strategies for creating a positive and supportive work environment.

  
  

  Session 5: Building Empathy

  
  

  Discuss the importance of empathy in client relationships.

  Practice mindfulness and self-awareness exercises to improve emotional intelligence.

  Explore techniques for understanding clients' financial concerns and providing supportive advice.

  
  

  Session 6: Progress Review and Goal Setting

  
  

  Review the progress made towards achieving the initial goals.

  Identify areas for further development.

  Set new goals or refine existing ones.

  
  
  
• Course 2: Technology Integration and Optimisation for Accountants
  
  

  5 hours CPD | $2,000 | Delivered By Seb Vecchio

  Streamline your practice with smarter technology solutions.

  Discover how to make technology work for you. From optimising your current tools to seamlessly integrating new ones, we provide hands-on coaching to boost efficiency, reduce friction, and enhance productivity.

  
  

  Session 1: Assessment and Goal Setting

  
  

  Conduct a comprehensive assessment of the accountant's or firm's current technology usage.

  Identify areas where technology integration could be improved.

  Set clear, measurable goals for the coaching process.

  
  

  Session 2: Optimising Tech Stack Usage

  
  

  Review the accountant's or firm's existing technology tools.

  Identify opportunities to optimise usage and maximise efficiency.

  Provide tips and best practices for using technology effectively.

  
  

  Session 3: Integrating New Technology

  
  

  Discuss the challenges and benefits of integrating new technology into existing workflows.

  Develop a plan for implementing new tools and minimising disruption.

  Provide guidance on change management and user adoption.

  
  

  Session 4: Solving Pain Points

  
  

  Identify and address specific pain points related to technology usage.

  Explore potential solutions and recommend appropriate tools.

  Provide support and guidance throughout the implementation process.

  
  

  Session 5: Technology / ChangeGPS Apps Recommendations

  
  

  Explore emerging technologies that could benefit the accountant or firm.

  Evaluate the potential benefits and risks of adopting new tools.

  Provide recommendations based on the accountant's specific needs and goals.

  
  
  
• Course 3: Driving Performance and Accountability for Accountants
  
  

  5 hours CPD | $2,000 | Delivered By Seb Vecchio

  Achieve goals, inspire results, and build a culture of accountability.

  Despite best efforts, we often attend webinars, write plans for our firms but then the pressure of client expectations and lodgement deadlines hit.

  Elevate your firm’s performance with actionable strategies to track progress, set meaningful goals, and ensure accountability. Whether it’s creating systems for success or addressing performance challenges, our coaching gives you the tools to lead with confidence and achieve measurable results.

  
  

  Session 1: Assessment and Goal Setting

  
  

  Conduct a comprehensive assessment of the accountant's or firm's current performance levels.

  Identify areas where performance could be improved.

  Set clear, measurable goals for the coaching process.

  
  

  Session 2: Reviewing Completion, Achievements, and Progress

  
  

  Develop a system for tracking and reviewing project completion, achievements, and progress.

  Discuss techniques for setting realistic expectations and deadlines.

  Provide guidance on effective performance measurement and evaluation.

  
  

  Session 3: Creating Systems for Accountability

  
  

  Explore different accountability systems, such as performance reviews, goal-setting frameworks, and progress tracking tools.

  Develop a tailored accountability system for the accountant or firm.

  Discuss the importance of accountability in driving performance and achieving goals.

  
  

  Session 4: Addressing Performance Issues

  
  

  Develop strategies for addressing performance issues proactively.

  Discuss techniques for providing constructive feedback and coaching for improvement.

  Explore the importance of open communication and trust in addressing performance challenges.

  
  

  Session 5: Celebrating Achievements

  
  

  Recognise and celebrate the accountant's or firm's achievements.

  Discuss the importance of positive reinforcement and motivation.

  Explore strategies for fostering a culture of high performance and achievement.

  
  
  
• Course 4: Sounding Board for Accountants
  
  

  2 Hour Workshop | $5,000 with David Boyar | $2,000 with Seb Vecchio

  Your space to think big, refine ideas, and gain expert guidance.

  Take your innovative ideas to the next level. Collaborate with seasoned experts who have run firms to brainstorm solutions, receive valuable insights, and develop actionable plans. With our support, you’ll turn possibilities into impactful strategies that set you apart.

  
  

  Workshop Overview

  
  

  David Boyar: $5,000

  Seb Vecchio: $2,000

  
  

  What You’ll Gain

  
  

  Brainstorm and refine your ideas: Generate creative solutions and explore different perspectives.

  Receive expert guidance: Benefit from the insights and experience of industry leaders.

  Develop actionable plans: Translate your ideas into concrete steps and strategies.

  Network with industry experts: Connect with other professionals and potential collaborators.

  
  
  
• Course 5: Pricing and Communication for Accountants
  
  

  5 hours CPD | $2,000 | Delivered By Seb Vecchio 

  Communicate value with confidence and optimise your pricing strategy.

  Master the art of pricing and value communication. From identifying the right price points to effectively conveying the value of your services, our coaching helps you strengthen client relationships and ensure your firm’s profitability. Tailored strategies and practical role-playing prepare you to navigate even the toughest conversations.

  
  

  Session 1: Assessment and Goal Setting

  
  

  Conduct a comprehensive assessment of the accountant's or firm's current pricing strategies and communication practices.

  Identify areas where improvements can be made.

  Set clear, measurable goals for the coaching process.

  
  

  Session 2: Identifying Optimal Price Increases

  
  

  Explore various pricing calculators and tools.

  Discuss factors to consider when determining price increases, such as market conditions, competition, and value provided.

  Develop a strategy for identifying optimal price points.

  
  

  Session 3: Tailoring Communication

  
  

  Discuss the importance of effective communication around price increases.

  Explore different communication channels and strategies, such as personalised letters, email campaigns, or face-to-face meetings.

  Develop a tailored communication plan for the accountant or firm.

  
  

  Session 4: Coaching for Partners

  
  

  Provide coaching and guidance for partners on how to confidently communicate the value behind price increases.

  Role-play scenarios to practice effective communication techniques.

  Discuss strategies for addressing potential objections or concerns.

  
  

  Session 5: Understanding and Conveying Value

  
  

  Explore the concept of value-based pricing and how to communicate the value of accounting services.

  Discuss ways to quantify the benefits of accounting services to clients.

  Develop a framework for articulating the value proposition to clients.

  
  
  
• Course 6: Client Engagement and Service Expansion for Accountants
  
  

  5 hours CPD | $2,000 | Delivered By Seb Vecchio

  Deepen client relationships and unlock new opportunities.

  Enhance the way you connect with clients. We’ll guide you in building trust, improving communication, and identifying opportunities to expand your services. With a personalised plan, you’ll strengthen loyalty, grow your revenue, and position your firm as a key partner in your clients’ success.

  
  

  Session 1: Assessment and Goal Setting

  
  

  Conduct a comprehensive assessment of the accountant's or firm's current client engagement and service offerings.

  Identify areas for improvement and set clear, measurable goals.

  
  

  Session 2: Enhancing Communication with Clients

  
  

  Discuss strategies for improving communication with clients, such as regular check-ins, newsletters, and personalised updates.

  Explore techniques for actively listening to client needs and concerns.

  Provide guidance on building trust and rapport with clients.

  
  

  Session 3: Building Deeper Trust and Confidence

  
  

  Discuss the importance of building trust and confidence with clients.

  Explore strategies for demonstrating expertise and providing exceptional service.

  Provide guidance on handling client concerns and resolving issues effectively.

  
  

  Session 4: Proactive Marketing

  
  

  Develop a 12-month marketing plan to promote the firm's services.

  Explore various marketing channels, such as social media, email marketing, and content marketing.

  Provide guidance on creating effective marketing materials and messaging.

  
  

  Session 5: Tailoring Service Plans

  
  

  Discuss the importance of tailoring service plans to meet the specific needs of clients.

  Explore strategies for identifying client needs and developing customised solutions.

  Provide guidance on pricing and packaging services effectively.

  
  
  
• Course 7: Leadership Development and Business Advisory Services
  
  

  Each module, 1 hour CPD | $1,500 per module or $5,000 for 4 modules | Delivered By Seb Vecchio and Marilia Mezadri

  Lead with purpose and transform your firm into a powerhouse of advisory excellence.

  Step into your role as a visionary leader. Whether you’re building high-performing teams, navigating change, or transitioning to high-value advisory services, our coaching equips you with the skills to inspire confidence and drive growth. Prepare for the future while delivering value today.

  
  

  Each of the 4 modules below can be sold independently for $1,500 for an hour.

  Goal: To enhance accountants' leadership skills, facilitate effective change management, and develop a robust business advisory practice.

  
  

  Module 1: Leadership Development

  
  

  Session 1: Leadership Assessment – Conduct a comprehensive assessment of the accountant's leadership strengths and areas for improvement.

  Session 2: High-Performing Teams – Discuss strategies for building and leading high-performing teams, including effective delegation, communication, and motivation.

  Session 3: Conflict Resolution – Explore techniques for handling conflict constructively and fostering a collaborative firm culture.

  Session 4: Mentoring and Succession Planning – Develop a mentoring plan for junior staff and discuss strategies for succession planning within the firm.

  
  

  Module 2: Change Management

  
  

  Session 5: Transitioning Through Change – Discuss strategies for guiding firms through transitions, such as technology changes, personnel changes, or process changes.

  Session 6: Managing Resistance – Explore techniques for managing resistance to change and ensuring smooth implementation of new initiatives.

  Session 7: Change Communication – Develop effective communication strategies for informing and engaging stakeholders during times of change.

  
  

  Module 3: Business Advisory Services

  
  

  Session 8: Transitioning to Advisory – Discuss strategies for transitioning from compliance work to high-value advisory services.

  Session 9: Advisory Frameworks – Develop frameworks for offering proactive advisory services, such as business forecasting and cash flow management.

  Session 10: Enhancing Client Relationships – Explore strategies for building deeper relationships with clients and positioning the firm as a trusted advisor.

  
  

  Module 4: Succession Planning

  
  

  Session 11: Future Leadership – Discuss strategies for planning for future leadership changes within the firm.

  Session 12: Preparing for Sale or Merger – Explore options for selling or merging the firm and develop a plan for a smooth transition.